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Investment Insights Podcast: On the eve of Donald Trump’s inauguration…

On this week’s podcast (recorded January 19, 2017), Andrew discusses Donald Trump’s impact on the markets over the last few months and how he’s influenced our outlook going forward. Quick hits:

After an initial reaction of fear, Trump’s victory quickly brought about a new hope for U.S. economic growth.

But, as we are all aware, markets move based on expectations, and have history of getting ahead of itself.

We are confident that higher volatility across markets and interest rates will likely continue as investors cling to Trump’s every word.

The currencies of India, Mexico, and Russia are all undervalued to the tune of 25-45%.

Despite all of these uncertainties and higher expected volatility, we believe risk assets will continue to outperform, but the move won’t be linear.

For Andrew’s full insights, click here to listen to the audio recording.

The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.

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Brinker Capital provides this communication as a matter of general information. Portfolio managers at Brinker Capital make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.